JOE Jolly & Co, Inc.
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 7170
- Registered since
- January 12, 1976
Firm profile
FINTRXOverview
JOE Jolly & Co, Inc. is recorded as a corporate advisory entity that has been SEC-registered since 1976. FINTRX lists the firm's owner structure as a combination of a domestic entity and an individual. The database classifies the firm as "Unclassified" and flags it as not acting as a capital allocator. The profile also indicates the firm does not identify as an active ESG investor, is not listed as a multistate adviser, and is not a newly formed adviser, pension consultant, or related adviser. No descriptive detail on the firm's advisory activities, client segments, fee arrangements, or business lines is provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Joseph Jolly
PrincipalCRD 260800
Matthew Parker
Vice PresidentCRD 2830791
Debra Degenshein
Administrative PrincipalCRD 2923781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 420 N 20 Streetsuite 2350
- Time zone
- CT (UTC-6)
- Office locations
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